Question 1

What is Docl?

Accepted Answer

Docl is a secure broker client portal platform for UK mortgage brokers. It lets brokers send clients a branded, PIN-protected link to complete a mortgage fact-find and upload required documents — all in one secure place.

Question 2

Is Docl GDPR compliant?

Accepted Answer

Yes. Docl is fully GDPR compliant under UK GDPR and the Data Protection Act 2018. All documents are encrypted in transit and at rest, portals are PIN-protected, and data is automatically deleted after the applicable retention period.

Question 3

How does the mortgage broker client portal work?

Accepted Answer

A broker creates a portal in seconds, the client receives a secure link, verifies their identity via PIN and email OTP, then completes a guided fact-find and uploads their documents. The broker reviews everything in their dashboard.

Question 4

How much does Docl cost?

Accepted Answer

Docl offers a free plan (1 invite/month), Starter at £25/month (10 invites), Professional at £65/month (40 invites), and Business from £120/month (unlimited invites). No setup fee.

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